Real Property Asset Management Team, Real Estate Executive ED

Location: Dallas, TX, United States

Job Family: Trusts & Estates

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. As a Real Property Asset Management Team, Real Estate Executive (Executive Director) in our Trusts & Estates division, you will play a pivotal role in strategically growing and managing real estate assets for high-net-worth clients. Based in our Dallas, TX office, this position offers the opportunity to leverage your expertise in real estate finance to deliver exceptional value within one of the world's most respected institutions. You will work closely with wealth management teams to align real property strategies with broader estate planning goals, ensuring optimal performance and compliance in a dynamic market environment. Your primary focus will be on overseeing the lifecycle of real estate portfolios, from acquisition and due diligence to ongoing management and strategic dispositions. This includes conducting in-depth market analysis, negotiating high-stakes leases and sales, and implementing risk management protocols tailored to trusts and estates. As an Executive Director, you will lead initiatives to enhance asset value through innovative approaches, such as sustainable redevelopment and ESG integration, while mentoring team members and collaborating with external partners. Your contributions will directly impact client satisfaction and JP Morgan Chase's reputation as a trusted advisor in private banking. We seek a seasoned professional with a passion for real estate and a commitment to fiduciary excellence. In this role, you will thrive in a collaborative culture that values diversity, innovation, and professional growth. Join JP Morgan Chase to advance your career while helping clients preserve and grow their legacies through sophisticated real property management.

Key Responsibilities

• Lead the strategic growth and management of real property assets within JP Morgan Chase's Trusts & Estates practice, optimizing portfolio performance for high-net-worth clients
• Conduct comprehensive due diligence, valuation, and acquisition analysis for real estate investments aligned with client trust objectives
• Oversee day-to-day operations of owned and leased properties, including leasing negotiations, tenant management, and maintenance to maximize returns
• Collaborate with wealth management advisors to integrate real estate strategies into holistic client financial plans
• Monitor market trends, regulatory changes, and economic factors impacting real estate assets, providing advisory insights to senior leadership
• Manage disposition strategies for underperforming assets, including sales, refinancing, and redevelopment to enhance portfolio value
• Ensure compliance with fiduciary standards, tax implications, and legal requirements specific to trusts and estates in real property management
• Develop and implement risk management frameworks for real estate holdings, mitigating exposures in volatile markets
• Mentor junior team members and foster relationships with external partners such as property managers, appraisers, and legal counsel
• Report on key performance metrics, including ROI, cap rates, and occupancy, to executive stakeholders and clients

Required Qualifications

• Bachelor's degree in Finance, Real Estate, Business Administration, or a related field; Master's degree or JD preferred
• Minimum of 10+ years of experience in real estate asset management, with a focus on trusts and estates or high-net-worth client portfolios
• Proven track record in strategic real property investment, management, and disposition within the financial services sector
• Deep knowledge of real estate finance, including valuation, leasing, and regulatory compliance in trusts and estates
• Experience managing multimillion-dollar real estate portfolios for institutional or private clients
• Strong understanding of U.S. real estate markets, particularly in Texas and the Southwest region
• Active involvement in professional organizations such as NAIOP or CCIM, with relevant certifications (e.g., CCIM, CRE)

Preferred Qualifications

• Advanced degree in Real Estate Finance or Law, with emphasis on trusts and estates
• Prior experience at a major financial institution like JP Morgan Chase or similar, handling real estate for wealth management clients
• Expertise in sustainable real estate practices and ESG (Environmental, Social, and Governance) integration in asset management
• Bilingual proficiency in Spanish, given the Dallas market demographics
• Leadership experience in cross-functional teams within private banking or asset management divisions

Required Skills

• Expertise in real estate valuation and financial modeling (e.g., DCF, IRR analysis)
• Proficiency in property management software and tools like Argus or Yardi
• Strong analytical skills for market research and portfolio optimization
• Excellent negotiation and contract management abilities
• Deep knowledge of trusts, estates, and fiduciary law in real estate contexts
• Strategic planning and asset allocation expertise
• Risk assessment and mitigation in financial services environments
• Leadership and team management skills
• Superior communication and client relationship-building abilities
• Proficiency in Microsoft Office Suite, including advanced Excel for financial reporting
• Understanding of ESG principles in real estate investment
• Adaptability to dynamic market conditions
• Attention to detail in compliance and regulatory adherence
• Project management for real estate development initiatives
• Interpersonal skills for cross-functional collaboration within JP Morgan Chase

Benefits

• Competitive base salary with performance-based annual bonuses and long-term incentive plans
• Comprehensive health, dental, and vision insurance coverage for employees and eligible dependents
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities in Dallas
• Relocation assistance for qualified candidates moving to the Dallas area

JP Morgan Chase is an equal opportunity employer.